IWF vs VYM: Holdings Overlap
IWFiShares Russell 1000 Growth ETF
iShares · 387 holdings · $127.3B · as of 2026-03-31
VYMVanguard High Dividend Yield Index Fund
Vanguard · 608 holdings · $83.4B · as of 2026-04-30
Holdings snapshots are 30 days apart (IWF: 2026-03-31, VYM: 2026-04-30). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are IWF and VYM?
iShares Russell 1000 Growth ETF (IWF, by iShares) holds 387 positions; Vanguard High Dividend Yield Index Fund (VYM, by Vanguard) holds 608. They have 94 holdings in common, and by portfolio weight the two funds are 14.1% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 14.1%Sum of the smaller weight of each shared holding
- Shared Holdings
- 94IWF holds 387 · VYM holds 608
- Weight in Shared Holdings
- IWF 14%·VYM 36%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in IWF
293 of 387 positions (85.7% of the fund) are not held by VYM. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWF | VYM |
|---|---|---|
| Information Technology | 49.2% | 16.7% |
| Financials | 5.9% | 20.6% |
| Consumer Discretionary | 13.1% | 6.4% |
| Industrials | 6.7% | 12.7% |
| Communication Services | 12.4% | 3.5% |
| Other Sectors | 12.5% | 39.6% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IWF | +2.7% | +5.5% | +13.1% | +22.0% | +12.6% | +17.8% | 0.35% |
| VYM | +3.1% | +16.8% | +26.1% | +18.1% | +12.5% | +11.9% | 2.19% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in IWF vs VYM →
Shared Holdings(94)
The top 10 shared positions account for 72% of the overlap, led by AVGO, ABBV and HD.
 AVGOBroadcom Inc COM | 4.79% | 8.03% | 4.79% |
|---|---|---|---|
 ABBVAbbVie Inc. COM | 1.39% | 1.56% | 1.39% |
 HDHome Depot, Inc. (The) | 0.90% | 1.36% | 0.90% |
 ORCLOracle Corp. COM | 0.89% | 1.13% | 0.89% |
 KOCoca-Cola Co (The) COM | 0.52% | 1.28% | 0.52% |
 AMGNAmgen Inc. COM | 0.50% | 0.71% | 0.50% |
 BXBlackstone Inc., Class A | 0.31% | 0.39% | 0.31% |
 WMWaste Management, Inc. COM | 0.31% | 0.36% | 0.31% |
 ADPAutomatic Data Processing, Inc. COM | 0.27% | 0.36% | 0.27% |
 TXNTexas Instruments Inc. COM | 0.26% | 1.06% | 0.26% |
 RCLRoyal Caribbean Group COM USD0.01 | 0.25% | 0.28% | 0.25% |
 TRGPTarga Resources Corp. COM | 0.19% | 0.23% | 0.19% |
 GILDGilead Sciences Inc. COM | 0.17% | 0.68% | 0.17% |
 FASTFastenal Co. COM | 0.16% | 0.21% | 0.16% |
 ZTSZoetis, Inc., Class A | 0.15% | 0.21% | 0.15% |
 CATCaterpillar Inc COM | 0.15% | 1.72% | 0.15% |
 AMPAmeriprise Financial, Inc. COM | 0.13% | 0.18% | 0.13% |
 CCitigroup Inc. COM NEW | 0.13% | 0.88% | 0.13% |
 LMTLockheed Martin Corporation COM | 0.13% | 0.44% | 0.13% |
 CLColgate-Palmolive Co. COM | 0.12% | 0.29% | 0.12% |
 APOApollo Global Management Inc COM | 0.12% | 0.22% | 0.12% |
 QCOMQUALCOMM Inc. COM | 0.11% | 0.80% | 0.11% |
 NRGNRG Energy, Inc. COM NEW | 0.11% | 0.13% | 0.11% |
 PEPPepsico Inc COM | 0.11% | 0.90% | 0.11% |
 TPRTapestry Inc COM | 0.10% | 0.12% | 0.10% |
Frequently Asked Questions
How much do IWF and VYM overlap?
IWF and VYM overlap by 14.1% of portfolio weight. They share 94 holdings (IWF holds 387 positions and VYM holds 608), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWF and VYM?
The two portfolios are 14.1% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of IWF and VYM?
The largest positions held by both funds are AVGO, ABBV, HD, ORCL and KO. Together the top 10 shared positions account for 72% of the total overlap.
What does IWF own that VYM doesn't?
293 positions (85.7% of IWF) are unique to IWF, led by NVDA, AAPL and MSFT. In the other direction, 514 positions (64.0% of VYM) are unique to VYM.